JPMorgan Cuts XPeng to Neutral as China Auto Outlook Weakens
JPMorgan also moved BYD, Geely and Leapmotor to Neutral, warning of structural strain in China’s auto sector into 2027.
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Beyond Volkswagen: Xpeng Looks to Sell Its Software and AI to Other Carmakers
Xpeng plans to license electrical architecture, cockpit systems, Turing AI chips and driver-assist software to foreign automakers beyond VW.
XPeng Bets Big on Humanoid Robots: Could Iron Out-Earn Its Cars?
XPeng’s robotics unit eyes 50%+ margins with Iron. $900M raised, Unitree leads, analysts upgrade XPEV as mass production nears.
XPeng Q2 Results: Soft Numbers Weigh on Shares Despite $6.3B Robotics Boost
XPeng Q2 revenue hit RMB19.74B (+51.5% QoQ) but missed forecasts. Losses narrowed sequentially yet stayed elevated. Robotics unit Dogotix valued at $6.3B after $900M funding.
Chinese EV Makers July 2026 Deliveries: Nio Surges 71%, Xpeng Steady, Li Auto Stabilizes
July 2026 Chinese EV roundup — Nio’s strong growth, Xpeng’s new SUV ramp, Li Auto’s improved numbers.
NIO and XPeng Surge to New 2026 Highs as Li Auto Posts Second Straight Monthly Decline
China’s top EV makers delivered mixed results in June 2026. NIO and XPeng achieved strong year-over-year growth, while Li Auto saw sales drop for the second straight month.